Stacy H. Louizos

Stacy has served as fund counsel and/or counsel to the independent directors of fund complexes of all sizes, including a number of large and well-known fund groups. She has extensive experience in counseling independent directors/trustees on matters relating to board governance and best practices, as well as with respect to their duties under the Investment Company Act of 1940.

Stacy regularly counsels and assists independent directors in their annual 15(c) contract approval process and advises on topics such as risk management oversight, cybersecurity and directors and officers insurance policies.

She has substantial experience relating to different registered fund products, including variable annuity insurance funds, umbrella series trusts, funds of funds, manager of managers structures, master-feeder funds and money market funds.

Stacy also regularly counsels clients on regulatory and industry matters, including with respect to the DOL fiduciary rule, fund liquidity risk management program and the money market reform rules.

Stacy has also advised companies in the insurance industry on regulations relating to their investments. She also advises companies on their status under the Investment Company Act of 1940.